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CLEARBRIDGE INVESTMENTS (NORTH AMERICA) PTY LIMITED

Advisory

N·SYDNEY

Data as of Dec 20, 2024 · Source: SEC Form ADV

Total AUM
$2.2B
1-Year AUM Growth
-19.1%
3-Year CAGR
+16.0%
Employees
0
Assets Under Management
Total AUM$2.2B
Discretionary AUM$2.2B
Non-Discretionary AUM$41M
Discretionary %98.2%
Total Clients19
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record35
First FilingAug 7, 2009
Latest FilingDec 20, 2024
🔒 Full AUM trend chart and 35 historical filings spanning 15+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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